AlphaQ Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

AlphaQ Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$634K	Buy	22,673 +799	+4%	+$22.3K	1.52%	24
2024 Q4	$598K	Buy	21,874 +76	+0.3%	+$2.16K	1.63%	19
2024 Q3	$614K	Buy	21,798 +216	+1%	+$5.88K	1.7%	19
2024 Q2	$559K	Sell	21,582 -201	-0.9%	-$5.23K	1.63%	22
2024 Q1	$585K	Sell	21,783 -33	-0.2%	-$853	0.35%	68
2023 Q4	$554K	Buy	21,816 +4,353	+25%	+$104K	0.38%	57
2023 Q3	$412K	Buy	17,463 +9	+0.1%	+$221	0.36%	81
2023 Q2	$423K	Buy	17,454 +1,581	+10%	+$37.8K	0.31%	87
2023 Q1	$387K	Buy	15,873 +648	+4%	+$16.2K	0.33%	88
2022 Q4	$383K	Buy	+15,225	New	+$376K	0.33%	84

Other funds holding SCHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AlphaQ Advisors's SCHD Position: Q1 2025 in Review

AlphaQ Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.7% in Q1 2025, buying an estimated $22.3K and bringing the position to 22,673 shares worth $634K. The position accounts for 1.52% of the portfolio, ranked #24.

AlphaQ Advisors first reported a position in SCHD in Q4 2022 and has held it in 10 quarters since. 1,807 funds tracked by Wall St. Rank hold SCHD as of Q1 2025.

AlphaQ Advisors held 22,673 shares of Schwab US Dividend Equity ETF worth $634K as of Q1 2025.
AlphaQ Advisors bought 799 Schwab US Dividend Equity ETF shares in Q1 2025, an estimated $22.3K.
Schwab US Dividend Equity ETF made up 1.52% of AlphaQ Advisors's portfolio in Q1 2025, its #24 holding.
AlphaQ Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 10 quarters since.
1,807 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2025.

Based on AlphaQ Advisors's 13F filing for Q1 2025, filed 15 May 2025.